Create and send an invoice with B12's Invoicing Tool

Send your client an invoice from your B12 account

Written by: Madeline B. Last updated: 10 Nov. 2024

The B12 invoicing tool offers an easy way to send and receive payments integrated into your site. Note that the first step before sending or creating any invoices is to connect your bank account; you can read about how to do that here. Now, let's dive into how to create and send invoices with B12's invoicing tool:

1. Log in to B12.io and click Payments and Invoicing.

2. Click Create Invoice. A preview of the invoice will be generated on the right side of the screen, which you will customize on the left side of the screen.

3. If you want to edit your business contact information that appears under From in the invoice preview, click Edit under Business information, make the edits, and click Save.

Client information

Click Add New Client and enter your client's name and email address. Name and email address are required to send an invoice, while the other information fields are optional. After adding this client, you will be able to find them in your client list using the search box above "Add new client."

Invoice details

1. Enter the Invoice details.

   1. Select a Standard or Recurring invoice type.

   2. Click Invoice items and click Add item to create a line item. Add new, or search for an existing line item.

      

2. Enter the line item's title and price (adding a description is optional) and click Add item. You can add as many line items as necessary.

   

Optionally, you can edit the default email that will be sent to your client.

1. You can also customize the invoice's recipients (cc and bcc), subject, and add additional text to the email body.

2. You will also see a preview of the email on the right side of the screen.

Next steps

Next steps functionality helps you customize and control what happens after your client performs makes a payment.

1. You can customize the Success message after submission field.

   

2. Select a Next step of your choosing. Here are the five options available in the dropdown.

   1. None - stay on the same page and only display the success message

   2. Complete a form - go to the selected form

   3. Schedule an appointment - go to the selected scheduling form

   4. Make a payment - go the the selected checkout page. Note: This action is not recommended for this tool.

   5. Redirect to another page - go to the specified section / page / URL / media

   

3. Make sure to provide next step details by specifying the target such as Add form / Add scheduling form / Add payment details / Add redirect.

   1. For this example, we will select Schedule an appointment since this is a common next step after a client completes a payment.

   2. Select the scheduling form from the list or create a new scheduling form by clicking Add new form.Then click Save.

   

4. After the appropriate details have been selected (for this example, the specific Scheduling form), it displays in the interface.

   

Send invoice

When you're ready to send the invoice to your client, click Send.

You're done! Your client will be able to click the View invoice button in the email and pay the invoice with a credit card, debit card, or ACH bank transfer.
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You will receive a confirmation email when they have made the payment. After the payment has been processed (2-5 business days), you can initiate a payout to your bank account by following the steps in our Creating a payout article.

Setting up a recurring invoice

Using the B12 invoicing tool, you can also set up and send recurring invoices. To learn more about how to use a recurring invoice, you can view this article.

If you'd like to learn more about the B12 invoicing tool, you can take a look at our Getting Started article.
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You can also get in touch with the team by reaching out via our hello@b12.io email address